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Provide investment services to members, recommend financial options, prepare comprehensive financial advice, and enhance the current investment services program. Achieve sales goals, educate office teams, assist members in various financial needs, and maintain necessary licenses. Requires Bachelor's degree and 5 years of experience in personal investment products.

The Financial Advisor II serves the financial advisory needs of credit union members utilizing a holistic approach. They help members identify financial goals, use financial planning to determine appropriate securities and insurance products, and establish ongoing relationships with members. The role involves presenting a professional image, building relationships with staff and members, implementing marketing plans, following sales procedures, and adhering to compliance guidelines and ethical market conduct.

As a Financial Advisor, you will assess customer needs for financial services, develop investment strategies, stay updated on market conditions, and provide client account reviews. You will also conduct workshops and seminars to attract new clients and enhance program integration with credit union personnel.